WL
CFP
WL
CFP

William Landers

32 Years of Experience
Teaneck, NJ
BrokerSells Insurance

William Landers is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Teaneck, NJ, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

887 Belle Avenue, Teaneck, NJ, 07666

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is an insurance agent for Columbia Life Insurance Co and Avantax Insurance Agency, selling life insurance and annuities. He is also the CEO of WPL Financial Services, LLC, providing tax preparation and accounting services, and CFO of Clarion Wealth Management and Director of Clarion Tax & Wealth Strategies, both marketing and financial services firms.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
May 2002 - September 2025 · 23 yrs 4 mos
Avantax Investment Services, INC.Broker
May 1993 - September 2025 · 32 yrs 4 mos
State Registrations13 states
CACTFLGAMAMDNCNJNYPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.